Tax Preparers perform many accounting, customer service and organizational tasks to help maintain the financial health of their clients or employer. Their duties and responsibilities often include:

 

Informing clients or employers on the tax preparation process

Collecting relevant financial records, including pay stubs and income statements

Inputting data from financial records into tax return software or databases

Using applicable federal, state and local tax law to determine deductions and how much each client will pay or earn on the return

Completing and filing tax documents with appropriate agencies, like the IRS, state and local government entities

Acting as a representative for clients with applicable agencies as required

Building customer relationships to promote and expand the business